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Rahul SharmaTechVista Solutions · Updated 4m ago

Budget 5L annualStage: EvaluationDM: Founder + CTOPrefers WhatsApp

Call: wants API access, concerned about onboarding timeTue

WhatsApp: asked for case study from similar companyToday

Pending: send case study + schedule demo with CTO

AI Summary

High intent. Founder sold, CTO needs convincing. Send fintech case study, then book a technical demo before they evaluate competitors.

The gap

The best conversations never reach your CRM.

60%of follow-ups
never happen

3 hrsper rep per day
on admin, not selling

ZeroWhatsApp threads
in your CRM

Customer memory

One living profile per customer.

Budget, decision makers, objections, timeline. Extracted from every call and chat. Open any deal and know exactly where it stands.

Rahul SharmaTechVista Solutions · Founder

Customer Memory

Budget5L annual

Timeline2 weeks

StageEvaluation

PrefersWhatsApp

Pain Points

Manual reporting taking 3hrs/day

No visibility into rep activity

Decision Makers

Rahul (Founder) — bought in

Amit (CTO) — needs demo

Rahul SharmaWhatsApp · active now

Can you share a case study? Preferably fintech. My CTO wants to see how onboarding works.

Sure, I'll send it over today.

Drafted by Semory

Hi Rahul, here's our PayFin case study. They went live in 5 days. Want me to set up a 20-min technical walkthrough with your CTO this week?

WhatsApp intelligence

WhatsApp deals, finally visible.

Every thread tracked. Quiet deals surfaced. Follow-ups drafted automatically.

Call intelligence

Every call, captured and searchable.

Recorded, transcribed, analyzed. Search across all calls. No rep types anything.

14:11

Rahul SharmaTechVista SolutionsConnected

00:02

AI Brief

Last: Pricing discussion (Yesterday)

Budget: 5L annual

Timeline: 2 weeks, board meeting July 28

Competitors: Apollo (UX), Salesken (price)

Open: Send pricing proposal by Friday

Note: Has a golden retriever named Bruno

After every call

Rep hangs up. Everything is already logged.

Recording saved

Transcript generated

Conversation analyzed

Memory updated

Follow-ups detected

WhatsApp draft ready

Compounding intelligence

It gets smarter every week.

Week 1

Every call and WhatsApp thread, captured.

Month 1

Every customer, every deal stage, every open commitment.

Month 6

A complete, searchable history of your entire business.

Your best rep quits. Nothing is lost.

The next rep opens any account and picks up mid-conversation. Every call, every promise, every preference is already there.

Customer knowledge stays with the company.

Rahul SharmaTechVista Solutions · Founder

Last conversation

Wants API access, worried about onboarding · Tuesday

Budget

5L annual · Founder approved

Blocker

CTO needs a technical demo

Suggested next step

Send fintech case study, then book demo with CTO.

What changes for you

From guessing to knowing.

Without Semory

Updates based on rep memory

Follow-ups slip silently

Rep leaves, relationships vanish

WhatsApp is a black box

With Semory

Updates from actual conversations

Follow-ups auto-detected and tracked

Knowledge stays with the company

Every thread visible and searchable

Founder dashboard

Monday morning. Full picture. No standups.

Calls made, demos booked, objections trending, deals going quiet. Per rep. Per week. Built from real conversations.